Legal Consultation Request Form

Legal Consultation Request Form: Streamline Your Client Intake Process

Finding the right legal representation shouldn't feel like navigating a maze. Whether you're a solo practitioner, mid-sized law firm, or legal services provider, this Legal Consultation Request Form helps you capture essential client information professionally and securely—right from the first point of contact.

Why Law Firms Trust Paperform for Client Intake

When potential clients reach out, first impressions matter. This template gives you a polished, professional intake experience that reflects the quality of your practice while gathering all the critical details you need to assess the case, check for conflicts, and schedule an informed consultation.

Built for lawyers, paralegals, legal consultants, and practice managers, this form covers everything from case type and urgency level to conflict checks and secure file uploads—so you can move from "just browsing" to qualified consultation faster.

What This Template Includes

This legal consultation request form is designed to capture:

• Full contact information including name, email, phone number, and preferred contact method
• Case type dropdown covering practice areas like family law, criminal defense, personal injury, business law, estate planning, immigration, employment law, and more
• Brief case description so you can quickly understand the situation before the consultation
• Urgency level assessment to help you prioritize consultations and flag time-sensitive matters
• Conflict check fields including opposing party names and related individuals or entities
• Preferred consultation date and time to streamline scheduling
• Confidential file upload for supporting documents, evidence, or relevant materials
• Referral source tracking to understand where your leads are coming from

All submissions are organized, timestamped, and ready to route into your practice management software or CRM via Paperform's native integrations with tools like Clio, HubSpot, Airtable, and more.

Perfect for Legal Professionals Across Practice Areas

Whether you specialize in litigation, transactional work, or advisory services, this template adapts to your firm's needs:

• Solo practitioners can provide a professional intake experience without hiring admin staff
• Small to mid-sized firms can standardize intake across multiple attorneys and practice areas
• Legal aid organizations can triage cases and prioritize urgent matters efficiently
• In-house legal teams can manage internal requests and conflict checks systematically

Secure, Compliant, and Professional

Legal matters require trust and confidentiality. Paperform is SOC 2 Type II compliant and built with security features that protect sensitive client information. While Paperform is not HIPAA-compliant, it offers data encryption, secure file uploads, password protection options, and data residency controls—giving you peace of mind that client details are handled professionally.

You can customize confirmation emails, set up automatic conflict check alerts, and even route high-urgency cases to specific team members using Paperform's conditional logic and integrations.

From Inquiry to Consultation in Minutes

Once a potential client submits this form, you can:

• Review submissions instantly via email notification, Slack ping, or your CRM
• Check for conflicts using the information provided before scheduling
• Respond quickly with personalized confirmation emails and next steps
• Route to the right attorney based on case type and availability
• Automate follow-ups using Stepper workflows to send reminders, case questionnaires, or retainer agreements

Stepper (stepper.io), your AI-native workflow builder, can turn each consultation request into a multi-step intake process—automatically creating client records, scheduling calendar invites, generating engagement letters, and keeping your practice management tools in sync without manual data entry.

Customize to Match Your Practice

This template is fully editable in Paperform's doc-style editor. You can:

• Add or remove practice areas to match your firm's specialties
• Customize the urgency scale or case type options
• Include fields for budget expectations or fee structure preferences
• Adjust the branding with your firm's logo, colors, and fonts
• Embed the form on your website or send it as a standalone link
• Set up conditional logic to show different questions based on case type

Why Legal Professionals Choose Paperform

Law firms and legal consultants trust Paperform because it combines professional design with powerful automation—without requiring technical expertise. You get a platform that:

• Looks like your brand, not a generic survey tool
• Captures complex information with conditional fields, file uploads, and dropdown menus
• Integrates with your existing tools like Clio, LawPay, Google Workspace, Slack, and CRMs
• Scales with your practice from solo to enterprise, with roles, permissions, and Agency+ features for multi-client management
• Protects sensitive data with SOC 2 Type II compliance, encryption, and access controls

With over 500,000 teams worldwide relying on Paperform for mission-critical workflows, you're in good company.

Start Capturing Qualified Consultations Today

Stop losing potential clients to clunky contact forms or phone tag. This Legal Consultation Request Form gives you a professional, secure, and efficient way to capture the information you need—so you can focus on practicing law, not chasing down details.

Customize this template in minutes, embed it on your website, and start routing qualified consultation requests straight into your workflow. Whether you're building a practice or scaling a firm, Paperform helps you look professional and stay organized from the very first inquiry.